US media: U.S. sanctions promote the speedy growth of the Chinese chip industry

An article on June 21, Bloomberg, USA, original topic: US sanctions have boosted the overspeed growth of the Chinese chip manufacturing industry. Since the implementation of Chinese leading enterprises, including the United States to Hikvision, from Huakangwei, the Chinese chip industry is better than the other in the world. Grows fast anywhere.

According to the data compiled by Bloomberg, in the past 4 quarters, among the 20 chip industry companies with the fastest growing each quarter, there are only 19 in mainland China, and only 8 of the statistical data in the same period last year. The income growth rate of these design software, processors, and chip manufacturing in mainland China is several times that of the world's leading TSMC or Asmore.

This speeding growth highlights how the tension between Washington and Beijing has changed the global semiconductor industry worth $ 550 billion. In 2020, the United States began to restrict Chinese companies selling American technology to Chinese companies such as SMIC and Hemvisy, curbing their growth -but also stimulating the vigorous development of Chinese chip manufacturing and supply.

The rise of local companies has attracted the attention of some of the most discerning customers. It is said that Apple considers the latest supplier to use Changjiang Storage Technology Co., Ltd. as its mobile phone flash chip.

What is promoting Beijing's ambition is to get rid of the desire to depend on geopolitical opponents and the chip import amount of more than $ 430 billion in 2021.

According to data from the International Semiconductor Industry Association of Industry Institutions, with the expansion of China's local factories, China's procurement orders for overseas chip manufacturing equipment increased by 58%last year. This in turn has promoted the manufacturing industry of Chinese local chips. According to data from the China Semiconductor Industry Association, the total sales of Chinese chip manufacturing and design companies in 2021 jumped 18%, reaching a record of more than 10 trillion yuan ($ 150 billion).

Continuous chip shortage affects the output of major car and consumer electronics manufacturers around the world. This is also good for Chinese local chip manufacturing companies to help Chinese suppliers enter the international market more easily.

South Korea's "Central Daily" June 20 article, original topic: China has continued to gain a deficit for the first time in South Korea's trade with China since August 1994. Data from South Korean Customs show that in May this year, South Korea's total exports to China were US $ 13.4 billion and the total imports were US $ 14.9 billion. Data from June 10 days showed that the trade deficit reached $ 600 million.

In China imported from China, 16.5%are semiconductors, 10.3%are precision chemicals, and 5.5%are computers. In May, the total amount of chips imported from China from China was 2.4 billion US dollars, an increase of 40.9%year -on -year. The chip is also the largest export product of South Korea to China, but South Korea's imported chip from China is 4 times faster than exporting. What caused this change?

Due to the restrictions of the United States, China has made every effort to promote the localization of chip manufacturing. Beijing lists the next -generation information technology and semiconductor technology as the top ten strategic industries, and has created a national chip fund. In the latest five -year plan, Beijing promised to provide 204.1 billion yuan of capital support chip companies.

As the United States prohibits Acel from exporting to China to export an ultraviolet (EUV) optical carved equipment, Chinese enterprises cannot upgrade to higher performance chips. SMIC's broad -end chip does not require cutting -edge foreign equipment, which helps improve its financial performance. China produced 359.4 billion chips last year, an increase of 33.3%year -on -year. Bloomberg believes that the surge in China's chip production capacity will be transformed into a greater dependence of global supply in China.

Gao Yonghe, a researcher at the Korean Peninsula Research Center of Peking University, pointed out that because there are more than 70,000 chip -related companies in China, there will be more chips purchased from China from China than exports. With the development of China's technology, the country is highly competitive in the deep learning artificial intelligence chip required by biometrics and voice applications. (Author Park Chengxun, translated by Qiao Heng)

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